The Challenge
A CPA firm working with fintech and crypto platforms faced:
- Complex Digital Transactions: Reconciling wallets, Stripe, and ACH transfers.
- Revenue Recognition Confusion: Delays in mapping income from multiple platforms.
- Regulatory Pressure: Inconsistent reporting exposed clients to compliance risk.
Our Solution
We created a fintech-specific financial backend:
Multi-Platform Reconciliation
- Reconciled Stripe, Plaid, PayPal, and digital wallets across products.
- Created structured reports for revenue splits and transactional flows.
Compliance-Ready Books
- Maintained clear audit trails with SOC 2-aligned standards.
- Delivered investor and board-ready financials on a monthly basis.
The Results
After just six months of working with us, the business experienced tangible improvements:
Key Takeaways
- Fintech CPA firms need outsourced accounting for complex transaction structures.
- SOC 2-style controls and reconciliation reduce audit exposure.
- Timely financials build investor and regulator trust.
Client Testimonial
With your help, we became the go-to firm for VC-backed fintech startups.
Partner, Fintech CPA Firm
NYC
Fintech-Ready Accounting, Delivered on Time
Wallet reconciliation. SOC 2 readiness. Scalable support.
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